WRISE leverages technology to meet the ever-growing needs of ultra-high net worth individuals

Established in July 2022, WRISE Wealth Management prides itself as a technologically advanced wealth management firm, centered on its client-centered philosophy. The company approaches wealth management holistically and believes that every journey begins with a profound understanding of a clients’ wealth aspirations.

Through harnessing the deep expertise of its people and leveraging the power of technology, WRISE aims to create an exceptional wealth management experience for its ultra-high net worth individuals (UHNWIs) clients via its cutting-edge digital wealth management platform which enables them easy, complete control and transparency over their total wealth.

In an insightful interview with Derrick Tan, Chairman and CEO of WRISE Wealth Management, he speaks about the increasing demand for family offices across Asia Pacific and the rise in a new generation of digital native clients who prefer greater control over their portfolios.

He also shares how WRISE is leveraging technology to reframe the future of wealth management and what the firm is doing to bridge the gaps to meet the needs of its UHNWIs.

Additionally, Derrick touches on:

TREX, the company’s wealth management system and how it helps clients manage their wealth.
The risk appetites of UHNWIs in the various categories.
Key trends in the wealth management space.
The future of wealth management and how WRISE is riding this wave.